Sumitomo Mitsui Trust Group
UPS icon

Sumitomo Mitsui Trust Group’s United Parcel Service UPS Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$175M Sell
1,780,697
-66,149
-4% -$7.09M 0.11% 181
2025
Q4 		$183M Sell
1,846,846
-42,265
-2% -$3.95M 0.11% 174
2025
Q3 		$158M Buy
1,889,111
+9,739
+0.5% +$882K 0.09% 206
2025
Q2 		$190M Buy
1,879,372
+103,422
+6% +$10.2M 0.12% 164
2025
Q1 		$195M Sell
1,775,950
-1,529
-0.1% -$183K 0.14% 148
2024
Q4 		$224M Buy
1,777,479
+24,779
+1% +$3.26M 0.15% 132
2024
Q3 		$239M Buy
1,752,700
+14,635
+0.8% +$1.92M 0.17% 130
2024
Q2 		$238M Sell
1,738,065
-36,076
-2% -$5.17M 0.18% 123
2024
Q1 		$264M Sell
1,774,141
-13,534
-0.8% -$2.06M 0.18% 118
2023
Q4 		$281M Sell
1,787,675
-85,446
-5% -$12.9M 0.21% 104
2023
Q3 		$292M Sell
1,873,121
-70,604
-4% -$12.2M 0.24% 87
2023
Q2 		$348M Sell
1,943,725
-308,865
-14% -$54.8M 0.27% 77
2023
Q1 		$437M Buy
2,252,590
+5,074
+0.2% +$931K 0.33% 64
2022
Q4 		$391M Buy
2,247,516
+28,735
+1% +$4.97M 0.31% 68
2022
Q3 		$358M Buy
2,218,781
+5,716
+0.3% +$1.08M 0.29% 68
2022
Q2 		$404M Sell
2,213,065
-8,573
-0.4% -$1.56M 0.31% 65
2022
Q1 		$476M Sell
2,221,638
-57,786
-3% -$12.3M 0.32% 69
2021
Q4 		$489M Sell
2,279,424
-822,182
-27% -$167M 0.3% 70
2021
Q3 		$565M Sell
3,101,606
-138,328
-4% -$27.3M 0.35% 62
2021
Q2 		$674M Buy
3,239,934
+179,810
+6% +$36M 0.4% 48
2021
Q1 		$520M Sell
3,060,124
-82,492
-3% -$13.3M 0.33% 65
2020
Q4 		$529M Sell
3,142,616
-148,502
-5% -$25.1M 0.34% 61
2020
Q3 		$548M Buy
3,291,118
+199,948
+6% +$29.1M 0.37% 54
2020
Q2 		$344M Buy
3,091,170
+188,284
+6% +$18.8M 0.24% 85
2020
Q1 		$271M Buy
2,902,886
+163,426
+6% +$16.9M 0.23% 97
2019
Q4 		$321M Buy
2,739,460
+106,126
+4% +$12.6M 0.25% 82
2019
Q3 		$316M Buy
2,633,334
+8,058
+0.3% +$921K 0.27% 76
2019
Q2 		$271M Sell
2,625,276
-11,215
-0.4% -$1.17M 0.24% 83
2019
Q1 		$295M Buy
2,636,491
+20,432
+0.8% +$2.17M 0.27% 77
2018
Q4 		$253M Buy
2,616,059
+430,885
+20% +$46.7M 0.27% 82
2018
Q3 		$255M Buy
2,185,174
+58,355
+3% +$6.87M 0.27% 79
2018
Q2 		$226M Buy
2,126,819
+110,679
+5% +$12.4M 0.26% 78
2018
Q1 		$211M Buy
2,016,140
+15,519
+0.8% +$1.79M 0.27% 83
2017
Q4 		$238M Buy
2,000,621
+27,211
+1% +$3.2M 0.31% 72
2017
Q3 		$237M Sell
1,973,410
-5,690
-0.3% -$647K 0.33% 64
2017
Q2 		$219M Sell
1,979,100
-24,784
-1% -$2.65M 0.32% 65
2017
Q1 		$215M Buy
2,003,884
+5,197
+0.3% +$568K 0.33% 62
2016
Q4 		$229M Sell
1,998,687
-24,850
-1% -$2.8M 0.37% 58
2016
Q3 		$221M Buy
2,023,537
+20,783
+1% +$2.27M 0.36% 57
2016
Q2 		$216M Buy
2,002,754
+2,975
+0.1% +$310K 0.37% 57
2016
Q1 		$211M Buy
1,999,779
+61,070
+3% +$5.94M 0.37% 56
2015
Q4 		$188M Sell
1,938,709
-6,081
-0.3% -$621K 0.34% 64
2015
Q3 		$192M Buy
1,944,790
+72,013
+4% +$7.11M 0.37% 59
2015
Q2 		$181M Sell
1,872,777
-3,253
-0.2% -$323K 0.33% 67
2015
Q1 		$182M Buy
1,876,030
+148,621
+9% +$15.2M 0.33% 68
2014
Q4 		$194M Sell
1,727,409
-17,639
-1% -$1.86M 0.38% 58
2014
Q3 		$172M Sell
1,745,048
-28,772
-2% -$2.86M 0.34% 64
2014
Q2 		$182M Sell
1,773,820
-74,165
-4% -$7.45M 0.37% 57
2014
Q1 		$180M Sell
1,847,985
-28,339
-2% -$2.76M 0.38% 58
2013
Q4 		$197M Sell
1,876,324
-76,311
-4% -$7.52M 0.41% 55
2013
Q3 		$178M Sell
1,952,635
-9,601
-0.5% -$844K 0.39% 59
2013
Q2 		$170M Buy
+1,962,236
New +$168M 0.39% 56

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UPS Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its United Parcel Service (UPS) stake by 3.6% in Q1 2026, selling an estimated $7.09M and leaving 1,780,697 shares worth $175M. The position accounts for 0.11% of the portfolio, ranked #181.

Sumitomo Mitsui Trust Group first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $674M in Q2 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,780,697 shares of United Parcel Service worth $175M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 66,149 United Parcel Service shares in Q1 2026, an estimated $7.09M.
  • United Parcel Service made up 0.11% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #181 holding.
  • Sumitomo Mitsui Trust Group first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's United Parcel Service position peaked at $674M in Q2 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.